ShoreHaven Wealth Partners’s SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.2M | Buy |
48,227
+39,055
| +426% | +$968K | 0.49% | 46 |
|
2025
Q1 | $231K | Sell |
9,172
-6,453
| -41% | -$163K | 0.11% | 85 |
|
2024
Q4 | $400K | Buy |
+15,625
| New | +$400K | 0.19% | 63 |
|
2023
Q4 | – | Sell |
-9,524
| Closed | -$227K | – | 78 |
|
2023
Q3 | $227K | Sell |
9,524
-41,035
| -81% | -$977K | 0.16% | 65 |
|
2023
Q2 | $1.26M | Buy |
50,559
+8,561
| +20% | +$214K | 0.85% | 30 |
|
2023
Q1 | $1.05M | Sell |
41,998
-1,636
| -4% | -$41K | 0.74% | 30 |
|
2022
Q4 | $1.07M | Buy |
+43,634
| New | +$1.07M | 0.75% | 37 |
|